How big is JOEY Klein, LLC DBA Inner Matrix Systems' plan?

JOEY Klein, LLC DBA Inner Matrix Systems' plan reported $918K in assets and 6 participants for 2024.

Original filing (PDF)20251010111818NAL0018358498001

JOEY Klein, LLC DBA Inner Matrix Systems

Name: JOEY Klein, LLC DBA Inner Matrix Systems — Form 5500 Plan 001 (2024)
Creator: JOEY Klein, LLC DBA Inner Matrix Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inner Matrix Systems 401(k) Plan

401(k) retirement plan · JOEY Klein, LLC DBA Inner Matrix Systems' Inner Matrix Systems 401(k) Plan held $918K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

People on this filing

Richard Tatum signed JOEY Klein, LLC DBA Inner Matrix Systems' 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JOEY Klein, LLC DBA Inner Matrix Systems' EIN is 20-8113685.

EIN 20-8113685

Plan number 001

Plan year 2024

ACK ID 20251010111818NAL0018358498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JOEY Klein, LLC DBA Inner Matrix Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JOEY Klein, LLC DBA Inner Matrix Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEY KLEIN, LLC DBA INNER MATRIX SYSTEMS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JOEY KLEIN, LLC DBA INNER MATRIX SYSTEMS

EIN

all filings

Address

7631 SHAFFER PARKWAY, SUITE A · LITTLETON, CO · 80127

Phone

(720) 446-5533

Industry

Other Services (ex. Public Admin)

Plan administrator